An approved estimate becomes a job — the work the customer just bought.
How to convert
- Open the approved estimate.
- Click + Job from estimate.
- Adjust the schedule, assignee, and scope if needed.
- Hit Save.
The new job is created in Created status — unscheduled, waiting for dispatch to slot it. The estimate and the job are linked: you'll see Linked job on the estimate and Linked estimate on the job.
What carries over
| Field | Carries over |
|---|---|
| Customer + address | Yes |
| Line items + prices | Yes |
| Job type | Yes |
| Internal notes | Yes |
| Deposit | Yes (recorded as a payment on the job) |
| Customer-facing notes | No (they belong to the estimate, not the job) |
| Signature | No (lives on the estimate) |
If the scope changes
If you need to change the line items between estimate-signed and job-done:
- Open the job.
- Edit line items.
- Add a customer-facing note explaining the change.
- Save.
The estimate stays as-signed (the customer approved a specific scope). The invoice will reflect what you actually delivered.